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    Managing your business

    Tap into practical strategies and information  to help enhance the way you manage your business.

    Information for advice professionals only.

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    Wellbeing 17 Dec 2021

    Boosting long-term business growth: three easy steps to getting more client referrals

    Most clients are willing to refer but a much smaller percentage actually do. So how can you tap into this growth potential for your business?
    Article
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    Wellbeing 16 Dec 2021

    Bringing client referrals into your routine: how to make your own luck with a systematic approach

    When it comes to getting things done that are ‘not urgent, but important’, automation and repetition are your secret weapons. Having a simple, effective script can help take the effort out of asking for referrals and sets up your foundation for a referral program that consistently delivers new leads to your business.
    Article

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    Cyber security 10 Dec 2021

    Case studies – malware attacks

    As our lives increasingly move online, cybersecurity is an important consideration for all businesses, including financial advice businesses. For many financial advisers understanding how to protect sensitive client information from cyber attacks is becoming an important part of sound practice management.
    Article
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    Technical resource 16 Jun 2021

    Whitepaper: BT 2021 UK Study Tour

    The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
    Article
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    Managing your business 20 Apr 2021

    Webinar: Discover your hidden capacity

    This session is the first of the three part series where Sharon McClafferty, CEO of Slipstream Coaching will demonstrate 6 steps to creating and increasing capacity and offer tools that you can use to implement in your practice.
    Webinar
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    Wellbeing 20 Apr 2021

    Whitepaper: Transitioning to an AFSL

    Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.
    Article
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    Technology 27 Oct 2020

    Five ways to digitise your business

    Whether it’s setting up a website, introducing online marketing or enjoying better practice management, you can digitise your business in a way that suits you.
    Article
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    Business Development 13 Jul 2020

    Managing your business in difficult times

    In their pursuit of new ways to engage clients, many advisers have transformed their business by embracing digital methods of engagement. Find out more, including how partnering with BT Panorama can help.
    Article
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    Mental health 17 Apr 2020

    The power of perspective

    The power of perspective - Another resilience-building strategy from Kamal Sarma. Find out how to focus on the things that matter today and stop stressing about the rest.
    Article
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    Mental health 17 Apr 2020

    Yes but WHY?

    Another resilience-building strategy from Kamal Sarma. Find out how to create more meaning in your life and be better equipped to face life’s challenges.
    Article
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    Mental health 17 Apr 2020

    Move like your mind needs it

    Move like your mind needs it - Another resilience-building strategy from Kamal Sarma. Find out how to introduce more movement into your day, improving your physical and mental well-being.
    Article
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    Mental health 17 Apr 2020

    To breathe or not to breathe

    To breathe or not to breathe - Another resilience-building strategy from Kamal Sarma. Find out how to control your breathing and use it to calm your mind, body and emotions.
    Article
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    Technical resource 11 Dec 2019

    Whitepaper: The critical trends impacting the future of US Wealth Advisory

    Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.
    Technical resource
    2 men talking
    Wellbeing 10 Nov 2019

    Whitepaper: Five to thrive

    Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.
    Article
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    Technology 05 Nov 2019

    Machine learning and AI - the future of finance

    With the increase in data available, there is huge potential for Machine Learning and AI to transform the finance industry. Learn about the future of finance.
    Article
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    Mental health 28 Oct 2019

    Addressing the burgeoning issue of mental illness

    Mental health will be an issue most advisers will have to deal with at some time as life insurance can play an important part in recovery.
    Article
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    Technology 26 Sep 2019

    Technology and advice landscapes

    Learning how digital advice and social media can help you acquire new clients and maintain good client relationships.
    Webinar
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    Customers 26 Sep 2019

    Changing customer demographics and the impact on advice

    A goals-based approach to advice can be the most effective way of helping your clients at every life stage.
    Webinar
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    FASEA 26 Aug 2019

    Preparing for the FASEA exam

    New educational standards for advisers mean that most will need to sit and pass the FASEA exam by 2021, here are some tips for advisers preparing to sit the exam.
    Article
    Technology 19 Aug 2019

    The future of financial advice

    Looking at financial advice in the age of disruption – where business is affected by technology, client segments and regulation
    Webinar
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    Managing your business 02 Jul 2019

    Approved Product List: potential benefits for registered financial advisers

    Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
    Article
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    Client engagement 18 Apr 2019

    The art of client engagement

    With established business models under threat, it is becoming more important for advisers to build trusted relationships with their clients.
    Article
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    Technology 18 Apr 2019

    Leveraging technology to transform productivity

    New technologies are transforming the way we access and use a range of financial services. Build a practice of the future by leveraging technology.
    Article
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    Client engagement 08 Jan 2019

    5 ways to demonstrate value to your clients

    One of the most effective and affordable ways to grow your business is to demonstrate your value through relationship-based marketing. Learn more.
    Article

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